Professional Advisor sTORIES

Here are insights from professional advisors who have utilized The Dallas Foundation as part of their estate and gift planning options for clients:

David R. Work

David R. Work, Merrill Lynch

“That's my role - to see the big picture. I want to make sure the client is getting the plan that is in the best interests of their family." David R. Work, Merrill Lynch

Tom Neuhoff

Tom Neuhoff, Neuhoff, Bisignano & Harrison, L.L.P.

“I like being a mediator, a reconciler. I like to help people step back from the edge of the cliff and see the good in other people." Tom Neuhoff, Bisignano, Harrison & Neuhoff, L.L.P.

David Rosenberg, Thompson & Knight

“The days of the large gift with no restrictions are almost gone. Today, writing a gift agreement is basically writing a contract." David Rosenberg, Thompson & Knight

John D. Solana, CPA

“Because The Dallas Foundation is a public charity, donors receive the maximum tax deduction available.” John D. Solana, Solana & Associates, P.C.

Dale R. Reed, Merrill Lynch Private Client Group

“For those who are philanthropic, there’s a good way to do it, and a much better way.” Dale R. Reed, Merrill Lynch Private Client Group

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